---
title: "Agency client portfolio"
excerpt: "Cross-client visibility without per-client tool sprawl. Hours-used vs allocated drives margin and renewal conversations."
category: "Template"
---

# Agency client portfolio

Cross-client visibility, retainer-aware.

## Clients

Use the **Clients** surface. Columns: client, retainer ($), hours/mo allocated, hours used MTD, status (healthy / at-risk / overrun), renewal date, owner.

## Engagement docs

One section per client. Relationship context, scope, key contacts, history.

### [Client name]

- **Engagement type:** retainer / project / hybrid
- **Started:** date
- **Key contacts:** names + roles
- **Active scope:** current work
- **History:** prior projects, key wins, friction points

## Renewal queue

Use the **Renewal queue** surface. Auto-populated from clients within 60 days of renewal. Columns: client, renewal date, current MRR, proposed MRR, status (negotiating / signed / lost).

## Cadence

- Weekly: review hours-used vs allocated. Flag overruns.
- Monthly: review at-risk clients. Schedule re-engagement.
- 60 days pre-renewal: open negotiation.